Phoenix Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Phoenix Wealth Advisors’s Portfolio META Stock Details META Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-415	Closed	-$141K	–	261
2021 Q3	$141K	Hold	415	–	–	0.11%	131
2021 Q2	$146K	Hold	415	–	–	0.11%	135
2021 Q1	$124K	Hold	415	–	–	0.1%	140
2020 Q4	$113K	Buy	+415	New	+$114K	0.09%	142

Other funds holding META

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Phoenix Wealth Advisors's META Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Meta Platforms (Facebook) (META) in Q4 2021, closing a stake of 415 shares — an estimated $141K sold.

Phoenix Wealth Advisors first reported a position in META in Q4 2020 and held it in 4 quarters. The position peaked at $146K in Q2 2021. 3,497 funds tracked by Wall St. Rank hold META as of Q4 2021.

Phoenix Wealth Advisors reported no remaining Meta Platforms (Facebook) position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 415 Meta Platforms (Facebook) shares in Q4 2021, an estimated $141K.
Phoenix Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's Meta Platforms (Facebook) position peaked at $146K in Q2 2021.
3,497 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.